-76.8%
PATH vs DBX
+13.6%
-90.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -2.8% |
| 7D | -5.6% | -1.5% | -4.1% | -4.2% |
| 30D | -0.7% | +6.0% | -6.7% | -5.8% |
| 3M | -5.9% | +2.2% | -8.0% | -7.5% |
| 6M | +21.6% | +40.7% | -19.1% | -12.6% |
| YTD | -20.6% | +28.6% | -49.3% | -37.5% |
| 1Y | -10.6% | +22.8% | -33.3% | -27.4% |
| 3Y | -24.9% | +37.5% | -62.4% | -52.2% |
| 5Y | -76.8% | +28.6% | -105.4% | -85.3% |
| All | -76.8% | +13.6% | -90.5% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DBX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling